NextGear DVI + Retention Pro Recommendation Write Back Capabilities for Mitchell1

How recommendations from NextGear with the Retention Pro integration write back to Mitchell1

NextGear DVI + CRM Recommendation Write Backs

If you are a NextGear digital vehicle inspection user any recommendations that you create in NextGear will write back to Mitchell1 from your CRM.

  • NOTE: Your CRM needs to be integrated with NextGear for this feature to work.

How do recommendations write back to your CRM from NextGear

Any recommendations you create on an inspection in NextGear will write back to your customer’s vehicle profile, in your CRM, when your customer [views] the inspection link you [share] with them.

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How do recommendations write back to Mitchell1 from your CRM

When recommendations are written back to your CRM from NextGear a [quick sync] is immediately triggered to write back those new recommendations to Mitchell1.

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  • NOTE

    • Deleting a recommendation in Mitchell1 will delete it in your CRM on next [full sync].

    • Any edits made to a recommendation in Mitchell1 will update in your CRM on next [full sync].

    • The [due date] in NextGear will be the [Need by date] in Mitchell1.

 

Deleting a recommendation in your CRM will not delete it in Mitchell1.

  • If the recommendation is not deleted in Mitchell1 it will be re-added to your CRM on next sync.

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More information about our connection with Mitchell1 - 

Establishing a Connection to Mitchell1

Mitchell1 and Retention Pro Capabilities

 

For more Data related articles please see Data Connectivity Articles